CRM & Automation Features
Contact & Lead Management
Centralized database with full history — calls, emails, notes, and deal progression in one view.
Visual Pipeline
Drag-and-drop pipeline stages with deal values, probability scoring, and stage-based automation.
Missed Call Text-Back
Automated SMS response when calls go unanswered — keeping leads warm while your team catches up.
Email Follow-Up Sequences
Timed email sequences triggered by pipeline stage, form submission, or custom events.
Smart Notifications
Real-time alerts for high-value pipeline movement, overdue follow-ups, and new lead intake.
Workflow Automation
Lead routing, task creation, status updates, and notification triggers — all running on autopilot.
How It Works
Capture
Leads flow in from forms, ads, calls, and referrals — all tagged and routed automatically.
Qualify
Smart filters and automations sort leads by intent, value, and service fit.
Engage
Automated sequences and team follow-ups keep every lead warm and progressing.
Close
Pipeline tracking, deal management, and conversion analytics from first touch to signed contract.